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Livermore
Livermore
ZHEN

Balanced Wealth Group LLC

SEC CIK
0002009783
Latest filing
Aug 10, 2026

DTE holding history

Dte Energy Co in every 13F filed by Balanced Wealth Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DTE overviewAll 13F holders of DTEFull Q2 2026 holdings

Shares (Q2 2026)
3,090
Value
$470.8K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of DTE by Balanced Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,090$470.8K0.1%+10.0%AddedHolders
Q1 20263,089$451.7K0.2%+10.0%AddedHolders
Q4 20253,088$432.8K0.2%+10.0%AddedHolders
Q3 20253,087$408.8K0.2%−10.0%ReducedHolders
Q2 20253,088$427.4K0.2%+10.0%AddedHolders
Q1 20253,087$426.8K0.2%00.0%UnchangedHolders
Q4 20243,087$370.0K0.2%+4+0.1%AddedHolders
Q3 20243,083$395.8K0.2%+2+0.1%AddedHolders
Q2 20243,081$336.2K0.2%00.0%UnchangedHolders
Q1 20243,081$358.4K0.2%+94+3.1%AddedHolders
Q4 20232,987$329.3K0.2%–No prior filingHolders